AIVL — WISDOMTREE U.S. DIVIDEND EX-FINANCIALS FUND

Ownership history in Salomon & Ludwin, LLC  ·  29 quarters on record

AI Ownership Summary

Salomon & Ludwin, LLC reported WISDOMTREE U.S. DIVIDEND EX-FINANCIALS FUND (AIVL) in 29 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.59% in 2023 Q4. The latest visible filing shows AIVL at 0.26% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this AIVL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Salomon & Ludwin, LLC's position in WISDOMTREE U.S. DIVIDEND EX-FINANCIALS FUND, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

AIVL was reported at 0.26% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.59% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

AIVL stock page Salomon & Ludwin, LLC fund profile Salomon & Ludwin, LLC full holdings
How Salomon & Ludwin, LLC held AIVL — position size vs. price
% of Fund (quarterly)    AIVL price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 25,498 -257 -1.0% 0.26% $3.0M 2026-02-14 (Est.) $120.97
2025 Q3 REDUCED 25,755 -361 -1.4% 0.27% $3.0M 2025-10-21 $114.44
2025 Q2 REDUCED 26,116 -143 -0.5% 0.29% $3.0M 2025-07-29 $112.47
2025 Q1 REDUCED 26,259 -74 -0.3% 0.31% $2.9M 2025-04-28 $103.65
2024 Q4 REDUCED 26,333 -972 -3.6% 0.30% $2.8M 2025-01-30 $109.06
2024 Q3 REDUCED 27,305 -3,290 -10.8% 0.31% $3.0M 2024-10-24 $107.55
2024 Q2 REDUCED 30,595 -25,171 -45.1% 0.34% $3.0M 2024-07-25 $100.36
2024 Q1 REDUCED 55,766 -7,828 -12.3% 0.49% $5.7M 2024-05-02 $95.09
2023 Q4 UNCHANGED 63,594 — 0% 0.59% $5.7M 2024-02-07 $91.71
20 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding AIVL

As of 2025 Q4 — sorted by position size

Noble Family Wealth, LLC 2.15% Jaffetilchin Investment Partners, LLC 3Y 7Y 0.6% ROBINSON SMITH WEALTH ADVISORS LLC 0.6% WealthBridge Capital Management, LLC 3Y 7Y 0.55% MLP3, LLC 0.47% PPS&V ASSET MANAGEMENT CONSULTANTS, INC. 3Y 0.27% Well Done, LLC 3Y 7Y 0.23% Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 3Y 7Y 0.21% Biondo Investment Advisors, LLC 3Y 7Y 0.19% Fingerlakes Wealth Management, Inc. 3Y 0.18%

FAQ About Salomon & Ludwin, LLC and AIVL

These are the practical questions this page is built to answer before you even open the full history table.

How long has Salomon & Ludwin, LLC reported owning AIVL?

Salomon & Ludwin, LLC reported AIVL across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported AIVL position in Salomon & Ludwin, LLC's portfolio?

The largest reported portfolio weight for AIVL was 0.59% in 2023 Q4.

What is the latest reported AIVL position on this page?

The most recent filing on this page is 2025 Q4, when Salomon & Ludwin, LLC reported 25,498 shares, equal to 0.26% of portfolio, with an estimated market value of $3.0M.

What does the chart on this AIVL ownership page compare?

The chart compares Salomon & Ludwin, LLC's quarterly AIVL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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